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NewEdge Advisors Portfolio holdings

AUM $22B
1-Year Est. Return 20.34%
This Quarter Est. Return
1 Year Est. Return
+20.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.71B
AUM Growth
-$2.38B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,295
New
Increased
Reduced
Closed

Top Buys

1 +$25.3M
2 +$24.3M
3 +$16.5M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$15.4M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$11.5M

Top Sells

1 +$28.1M
2 +$20.6M
3 +$16.3M
4
UNP icon
Union Pacific
UNP
+$12.2M
5
SH icon
ProShares Short S&P500
SH
+$11.7M

Sector Composition

1 Technology 8.45%
2 Healthcare 6.22%
3 Financials 4.93%
4 Energy 3.58%
5 Consumer Discretionary 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4001
$1 ﹤0.01%
+295
4002
$1 ﹤0.01%
+20
4003
$1 ﹤0.01%
+738
4004
$1 ﹤0.01%
+47
4005
$1 ﹤0.01%
+200
4006
$1 ﹤0.01%
+60
4007
$1 ﹤0.01%
+240
4008
$1 ﹤0.01%
+133
4009
$1 ﹤0.01%
+94
4010
$1 ﹤0.01%
+84
4011
$1 ﹤0.01%
+25
4012
$1 ﹤0.01%
+175
4013
$1 ﹤0.01%
+11
4014
$1 ﹤0.01%
+24
4015
$1 ﹤0.01%
+41
4016
$1 ﹤0.01%
+250
4017
$1 ﹤0.01%
+35
4018
$1 ﹤0.01%
+85
4019
$1 ﹤0.01%
+91
4020
$1 ﹤0.01%
+18
4021
$1 ﹤0.01%
+3
4022
$1 ﹤0.01%
+185
4023
$1 ﹤0.01%
+385
4024
$1 ﹤0.01%
+83
4025
$1 ﹤0.01%
+71